Maddy Perkins

A deep dive into millennial's financial habits shows a stark generational difference from boomers when it comes to leaving the nest.

Humans have the tendency to lie in some fashion more frequently than we may like to admit, a behavioral scientist told IMCA conference attendees.

Advisors should report their performance in a way that articulates value and proves they are worth the expense, says Dynasty Partners CIO Scott Welch.

"We've got great momentum," says Wells Fargo Advisors Financial Network president Kent Christian.

Leo Goeas says one of the biggest challenges of coming back home was reinventing his personal brand as an advisor when many still recognized him as an athlete and agent.

But they still prefer U.S. over global assets, according to advisors.

Advisors say long-term optimism remains, even though clients' risk tolerance is down.

With interest rates approaching record lows, it may be a good time for your clients to refinance their mortgages. We asked advisors to sound off on the conversations they've been having with clients.

These funds have the lowest 12-month price-to-earnings ratios. Does that present an opportunity for value-oriented investors, or does the risk-reward ratio lean too much toward risk?

Knowing what to do as an investor and actually doing it are very different things, and your clients are feeling that internal struggle.

Advisors dish on clients who tried to game the system a little too aggressively.

Advisors have been easing off on stocks as clients express a long list of concerns about global markets.

Looking for wealthy clients? Here are the states where you can find them.